Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,145 | $91,537-79.1% | $130,045-85.3% | $75,173-74.5% |
| Participation rate | 28.1% | 71.5%-43.3pp | 78.5%-50.4pp | 67.2%-39.1pp |
| Annual return | 32.58% | -631.55%+664.1pp | -137.30%+169.9pp | 160.72%-128.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,112 | $4,343-28.3% | $5,820-46.5% | $4,126-24.6% |
| Admin fee / account holder | $70 | $6,780-99.0% | $10,600-99.3% | $5,651-98.8% |